Booking & Appointment Systems
Availability calculated from services, staff, working hours and your own scheduling rules.
Our Work
Appointment & Service Management Platform
Availability calculated from services, staff and working patterns, not a fixed grid.
The Problem
A service business was booking appointments in a paper diary and by telephone. Availability depended on which service was requested, how long it took and which member of staff could perform it, so only experienced staff could book accurately. Missed appointments were common because reminders were manual.
The Workflow
A customer chooses a service. The system has to know how long that service takes, which employees can perform it, and when those employees are working, before it can offer a slot. Once booked, the customer needs reminding, and the business needs the appointment history against the customer profile.
What We Built
- Online booking with services, employees, employee availability, time-slot management, calendar management and weekly scheduling.
- Automatic calculation of available appointments according to the organisation's own scheduling rules.
- Customer profiles with appointment history, and payment options at booking.
- Staff dashboards and touchscreen calendars for use at the desk.
- Automated reminders and WhatsApp notifications.
Integrations
- WhatsApp notifications
- Email and SMS reminders
- Payment options at the point of booking
- Mobile applications for customers and staff
Result
Booking no longer depends on a member of staff knowing the rules, because the rules are in the system. Customers can book outside opening hours, and reminders are sent without anyone having to remember.
Solutions used
Custom CRM
Leads, opportunities, follow-ups and tasks organised around your own workflow stages.